JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5,793 shares; 2021Q1: 1,996,561 shares; 2021Q2: 1,260,780 shares; 2021Q3: 1,335,631 shares; 2021Q4: 2,365,554 shares 2,365,554 $121M 23.44% +1,029,923 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 141,190 shares; 2020Q4: 147,501 shares; 2021Q1: 165,217 shares; 2021Q2: 170,615 shares; 2021Q3: 183,977 shares; 2021Q4: 188,140 shares 188,140 $74.9M 14.52% +4,163 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 763,960 shares; 2020Q4: 852,082 shares; 2021Q1: 922,051 shares; 2021Q2: 968,414 shares; 2021Q3: 1,076,632 shares; 2021Q4: 1,122,247 shares 1,122,247 $62.4M 12.1% +45,615 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 109,032 shares; 2020Q4: 135,687 shares; 2021Q1: 153,439 shares; 2021Q2: 159,992 shares; 2021Q3: 173,940 shares; 2021Q4: 182,400 shares 182,400 $31.3M 6.08% +8,460 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 77,357 shares; 2020Q4: 77,154 shares; 2021Q1: 84,674 shares; 2021Q2: 85,872 shares; 2021Q3: 88,900 shares; 2021Q4: 90,464 shares 90,464 $24.3M 4.71% +1,564 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 54,635 shares; 2020Q4: 54,185 shares; 2021Q1: 58,224 shares; 2021Q2: 61,683 shares; 2021Q3: 66,555 shares; 2021Q4: 68,976 shares 68,976 $12.2M 2.38% +2,421 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 22,552 shares; 2020Q4: 23,143 shares; 2021Q1: 27,113 shares; 2021Q2: 28,832 shares; 2021Q3: 30,851 shares; 2021Q4: 32,124 shares 32,124 $10.8M 2.1% +1,273 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,268 shares; 2021Q1: 176,292 shares; 2021Q2: 184,258 shares; 2021Q3: 186,120 shares; 2021Q4: 189,964 shares 189,964 $9.59M 1.86% +3,844 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 81,094 shares; 2020Q4: 71,587 shares; 2021Q1: 79,489 shares; 2021Q2: 80,934 shares; 2021Q3: 91,002 shares; 2021Q4: 92,969 shares 92,969 $9.59M 1.86% +1,967 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 9,716 shares; 2020Q4: 15,259 shares; 2021Q1: 18,138 shares; 2021Q2: 19,290 shares; 2021Q3: 21,606 shares; 2021Q4: 22,671 shares 22,671 $9.41M 1.83% +1,065 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 123,372 shares; 2020Q4: 124,860 shares; 2021Q1: 151,119 shares; 2021Q2: 157,499 shares; 2021Q3: 150,988 shares; 2021Q4: 159,119 shares 159,119 $9.4M 1.82% +8,131 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 122,238 shares; 2020Q4: 122,933 shares; 2021Q1: 120,814 shares; 2021Q2: 127,621 shares; 2021Q3: 129,645 shares; 2021Q4: 199,150 shares 199,150 $9.11M 1.77% +69,505 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 100,329 shares; 2020Q4: 109,792 shares; 2021Q1: 120,703 shares; 2021Q2: 125,095 shares; 2021Q3: 135,005 shares; 2021Q4: 142,596 shares 142,596 $9.04M 1.75% +7,591 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 35,665 shares; 2020Q4: 43,643 shares; 2021Q1: 38,770 shares; 2021Q2: 40,956 shares; 2021Q3: 46,997 shares; 2021Q4: 51,979 shares 51,979 $8.23M 1.6% +4,982 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 81,746 shares; 2020Q4: 82,666 shares; 2021Q1: 101,748 shares; 2021Q2: 109,851 shares; 2021Q3: 127,990 shares; 2021Q4: 152,585 shares 152,585 $7.93M 1.54% +24,595 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 162,993 shares; 2020Q4: 163,379 shares; 2021Q1: 187,427 shares; 2021Q2: 204,422 shares; 2021Q3: 237,777 shares; 2021Q4: 260,007 shares 260,007 $7.92M 1.54% +22,230 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 28,753 shares; 2020Q4: 29,040 shares; 2021Q1: 34,947 shares; 2021Q2: 36,988 shares; 2021Q3: 40,418 shares; 2021Q4: 41,678 shares 41,678 $7.87M 1.53% +1,260 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 2,683 shares; 2021Q1: 67,818 shares; 2021Q2: 70,412 shares; 2021Q3: 70,638 shares; 2021Q4: 71,373 shares 71,373 $7.83M 1.52% +735 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 64,995 shares; 2020Q4: 65,124 shares; 2021Q1: 55,191 shares; 2021Q2: 58,999 shares; 2021Q3: 59,759 shares; 2021Q4: 204,587 shares 204,587 $7.54M 1.46% +144,828 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 27,966 shares; 2020Q4: 28,169 shares; 2021Q1: 28,216 shares; 2021Q2: 25,541 shares; 2021Q3: 28,728 shares; 2021Q4: 31,956 shares 31,956 $7.4M 1.44% +3,228 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 49,441 shares; 2020Q4: 59,369 shares; 2021Q1: 57,564 shares; 2021Q2: 57,577 shares; 2021Q3: 65,986 shares; 2021Q4: 60,469 shares 60,469 $7.1M 1.38% -5,517 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 30 shares; 2021Q1: 14,713 shares; 2021Q2: 16,368 shares; 2021Q3: 19,770 shares; 2021Q4: 26,872 shares 26,872 $6.83M 1.33% +7,102 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 28,324 shares; 2020Q4: 31,044 shares; 2021Q1: 31,050 shares; 2021Q2: 27,711 shares; 2021Q3: 30,417 shares; 2021Q4: 31,980 shares 31,980 $6.67M 1.29% +1,563 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 34,520 shares; 2020Q4: 34,958 shares; 2021Q1: 42,227 shares; 2021Q2: 39,631 shares; 2021Q3: 46,626 shares; 2021Q4: 49,728 shares 49,728 $6.65M 1.29% +3,102 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 30,470 shares; 2020Q4: 34,831 shares; 2021Q1: 30,492 shares; 2021Q2: 33,925 shares; 2021Q3: 37,736 shares; 2021Q4: 42,813 shares 42,813 $6.63M 1.29% +5,077 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 54,765 shares; 2020Q4: 55,447 shares; 2021Q1: 65,930 shares; 2021Q2: 73,267 shares; 2021Q3: 78,731 shares; 2021Q4: 84,195 shares 84,195 $6.51M 1.26% +5,464 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 136,895 shares; 2020Q4: 136,410 shares; 2021Q1: 97,273 shares; 2021Q2: 101,985 shares; 2021Q3: 103,771 shares; 2021Q4: 104,765 shares 104,765 $4.96M 0.96% +994 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 28,248 shares; 2020Q4: 28,557 shares; 2021Q1: 29,787 shares; 2021Q2: 29,673 shares; 2021Q3: 28,255 shares; 2021Q4: 28,290 shares 28,290 $3.29M 0.64% +35 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 18,907 shares; 2020Q4: 22,386 shares; 2021Q1: 34,986 shares; 2021Q2: 38,990 shares; 2021Q3: 38,718 shares; 2021Q4: 38,914 shares 38,914 $2.14M 0.41% +196 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,883 shares; 2020Q4: 1,683 shares; 2021Q1: 1,711 shares; 2021Q2: 1,711 shares; 2021Q3: 6,844 shares; 2021Q4: 6,844 shares 6,844 $2.01M 0.39% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,240 shares; 2020Q4: 1,240 shares; 2021Q1: 3,637 shares; 2021Q2: 4,407 shares; 2021Q3: 4,567 shares; 2021Q4: 4,568 shares 4,568 $1.4M 0.27% +1 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,907 shares; 2020Q4: 2,992 shares; 2021Q1: 7,405 shares; 2021Q2: 9,168 shares; 2021Q3: 9,172 shares; 2021Q4: 9,176 shares 9,176 $1.04M 0.2% +4 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 60 shares; 2020Q4: 60 shares; 2021Q1: 8,522 shares; 2021Q2: 11,360 shares; 2021Q3: 11,360 shares; 2021Q4: 11,360 shares 11,360 $918K 0.18% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 720 shares; 2020Q4: 720 shares; 2021Q1: 720 shares; 2021Q2: 720 shares; 2021Q3: 720 shares; 2021Q4: 720 shares 720 $888K 0.17% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,104 shares; 2020Q4: 2,004 shares; 2021Q1: 1,878 shares; 2021Q2: 1,878 shares; 2021Q3: 1,933 shares; 2021Q4: 1,873 shares 1,873 $630K 0.12% -60 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10,288 shares; 2020Q4: 10,785 shares; 2021Q1: 10,785 shares; 2021Q2: 10,397 shares; 2021Q3: 10,467 shares; 2021Q4: 10,467 shares 10,467 $527K 0.1% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,241 shares; 2020Q4: 1,571 shares; 2021Q1: 1,671 shares; 2021Q2: 1,736 shares; 2021Q3: 1,986 shares; 2021Q4: 2,328 shares 2,328 $469K 0.09% +342 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 715 shares; 2020Q4: 905 shares; 2021Q1: 907 shares; 2021Q2: 909 shares; 2021Q3: 910 shares; 2021Q4: 912 shares 912 $435K 0.08% +2 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 44,055 shares; 2020Q4: 34,443 shares; 2021Q1: 36,384 shares; 2021Q2: 40,159 shares; 2021Q3: 46,452 shares; 2021Q4: 1,925 shares 1,925 $352K 0.07% -44,527 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,500 shares; 2020Q4: 2,500 shares; 2021Q1: 2,696 shares; 2021Q2: 2,696 shares; 2021Q3: 2,696 shares; 2021Q4: 2,696 shares 2,696 $341K 0.07% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 981 shares; 2020Q4: 981 shares; 2021Q1: 1,840 shares; 2021Q2: 1,790 shares; 2021Q3: 1,790 shares; 2021Q4: 1,790 shares 1,790 $306K 0.06% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 127 shares; 2020Q4: 127 shares; 2021Q1: 140 shares; 2021Q2: 140 shares; 2021Q3: 140 shares; 2021Q4: 86 shares 86 $287K 0.06% -54 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 720 shares; 2021Q2: 720 shares; 2021Q3: 720 shares; 2021Q4: 720 shares 720 $282K 0.05% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,263 shares; 2020Q4: 1,263 shares; 2021Q1: 1,542 shares; 2021Q2: 1,585 shares; 2021Q3: 1,389 shares; 2021Q4: 1,368 shares 1,368 $224K 0.04% -21 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,560 shares; 2020Q4: 1,560 shares; 2021Q1: 1,560 shares; 2021Q2: 1,560 shares; 2021Q3: 1,560 shares; 2021Q4: 1,560 shares 1,560 $220K 0.04% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 64 shares; 2020Q4: 63 shares; 2021Q1: 73 shares; 2021Q2: 73 shares; 2021Q3: 75 shares; 2021Q4: 75 shares 75 $217K 0.04% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,035 shares; 2020Q4: 1,035 shares; 2021Q1: 1,134 shares; 2021Q2: 1,134 shares; 2021Q3: 1,134 shares; 2021Q4: 1,134 shares 1,134 $214K 0.04% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,028 shares; 2020Q4: 3,128 shares; 2021Q1: 3,128 shares; 2021Q2: 3,028 shares; 2021Q3: 3,028 shares; 2021Q4: 3,028 shares 3,028 $185K 0.04% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 225 shares; 2020Q4: 172 shares; 2021Q1: 172 shares; 2021Q2: 182 shares; 2021Q3: 172 shares; 2021Q4: 172 shares 172 $182K 0.04% 0 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 100 shares; 2020Q4: 228 shares; 2021Q1: 3,122 shares; 2021Q2: 3,242 shares; 2021Q3: 3,207 shares; 2021Q4: 3,378 shares 3,378 $175K 0.03% +171 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 403 shares; 2020Q4: 403 shares; 2021Q1: 4,013 shares; 2021Q2: 3,913 shares; 2021Q3: 4,038 shares; 2021Q4: 4,038 shares 4,038 $169K 0.03% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 13 shares; 2020Q4: 32 shares; 2021Q1: 373 shares; 2021Q2: 393 shares; 2021Q3: 393 shares; 2021Q4: 417 shares 417 $166K 0.03% +24 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 550 shares 550 $166K 0.03% new Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 126 shares; 2020Q4: 276 shares; 2021Q1: 3,106 shares; 2021Q2: 3,236 shares; 2021Q3: 3,600 shares; 2021Q4: 3,715 shares 3,715 $166K 0.03% +115 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares 2,000 $154K 0.03% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 933 shares; 2020Q4: 933 shares; 2021Q1: 1,067 shares; 2021Q2: 910 shares; 2021Q3: 888 shares; 2021Q4: 889 shares 889 $152K 0.03% +1 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,150 shares; 2020Q4: 7,150 shares; 2021Q1: 7,150 shares; 2021Q2: 7,150 shares; 2021Q3: 7,150 shares; 2021Q4: 7,231 shares 7,231 $137K 0.03% +81 GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 47 shares; 2020Q4: 47 shares; 2021Q1: 47 shares; 2021Q2: 40 shares; 2021Q3: 42 shares; 2021Q4: 42 shares 42 $122K 0.02% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 393 shares; 2020Q4: 393 shares; 2021Q1: 480 shares; 2021Q2: 480 shares; 2021Q3: 558 shares; 2021Q4: 558 shares 558 $121K 0.02% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 76,496 shares; 2020Q4: 74,069 shares; 2021Q1: 2,386 shares; 2021Q2: 2,386 shares; 2021Q3: 2,311 shares; 2021Q4: 2,328 shares 2,328 $117K 0.02% +17 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 160 shares; 2020Q4: 160 shares; 2021Q1: 160 shares; 2021Q2: 160 shares; 2021Q3: 170 shares; 2021Q4: 160 shares 160 $115K 0.02% -10 Etfmg Prime Mobile Etfmg Prime Mobile More: the full row for Etfmg Prime Mobile Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 75 shares; 2020Q4: 75 shares; 2021Q1: 1,575 shares; 2021Q2: 1,675 shares; 2021Q3: 1,675 shares; 2021Q4: 1,964 shares 1,964 $114K 0.02% +289 AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 822 shares; 2020Q4: 822 shares; 2021Q1: 822 shares; 2021Q2: 747 shares; 2021Q3: 750 shares; 2021Q4: 716 shares 716 $113K 0.02% -34 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5 shares; 2021Q1: 609 shares; 2021Q2: 659 shares; 2021Q3: 659 shares; 2021Q4: 659 shares 659 $110K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,749 shares; 2020Q4: 3,749 shares; 2021Q1: 3,949 shares; 2021Q2: 4,579 shares; 2021Q3: 4,895 shares; 2021Q4: 5,200 shares 5,200 $108K 0.02% +305 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 525 shares; 2020Q4: 525 shares; 2021Q1: 525 shares; 2021Q2: 525 shares; 2021Q3: 525 shares; 2021Q4: 525 shares 525 $105K 0.02% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,900 shares; 2020Q4: 6,900 shares; 2021Q1: 6,900 shares; 2021Q2: 6,900 shares; 2021Q3: 6,900 shares; 2021Q4: 6,900 shares 6,900 $101K 0.02% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 810 shares; 2021Q3: 810 shares; 2021Q4: 810 shares 810 $96K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 50 shares; 2020Q4: 50 shares; 2021Q1: 60 shares; 2021Q2: 60 shares; 2021Q3: 60 shares; 2021Q4: 60 shares 60 $81K 0.02% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 39,786 shares; 2020Q4: 40,829 shares; 2021Q1: 10,744 shares; 2021Q2: 10,630 shares; 2021Q3: 10,630 shares; 2021Q4: 1,599 shares 1,599 $79K 0.02% -9,031 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: 560 shares; 2021Q1: 1,510 shares; 2021Q2: 1,498 shares; 2021Q3: 656 shares; 2021Q4: 636 shares 636 $76K 0.01% -20 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 246 shares; 2020Q4: 246 shares; 2021Q1: 246 shares; 2021Q2: 319 shares; 2021Q3: 246 shares; 2021Q4: 246 shares 246 $74K 0.01% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 372 shares; 2021Q2: 625 shares; 2021Q3: 627 shares; 2021Q4: 1,234 shares 1,234 $72K 0.01% +607 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,059 shares; 2020Q4: 1,059 shares; 2021Q1: 1,059 shares; 2021Q2: 1,059 shares; 2021Q3: 1,059 shares; 2021Q4: 1,059 shares 1,059 $71K 0.01% 0 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,152 shares; 2020Q4: 1,152 shares; 2021Q1: 1,152 shares; 2021Q2: 1,152 shares; 2021Q3: 1,152 shares; 2021Q4: 1,152 shares 1,152 $69K 0.01% 0 Timeline DRAFTKINGS INC DRAFTKINGS INC More: the full row for DRAFTKINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 40 shares; 2020Q4: 2,195 shares; 2021Q1: 2,196 shares; 2021Q2: 2,611 shares; 2021Q3: 2,641 shares; 2021Q4: 2,516 shares 2,516 $69K 0.01% -125 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 178 shares; 2020Q4: 178 shares; 2021Q1: 278 shares; 2021Q2: 278 shares; 2021Q3: 222 shares; 2021Q4: 178 shares 178 $64K 0.01% -44 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,010 shares; 2021Q1: 3,820 shares; 2021Q2: 3,705 shares; 2021Q3: 3,705 shares; 2021Q4: 3,530 shares 3,530 $64K 0.01% -175 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 58 shares; 2021Q1: 147 shares; 2021Q2: 142 shares; 2021Q3: 173 shares; 2021Q4: 173 shares 173 $59K 0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 94 shares; 2020Q4: 94 shares; 2021Q1: 94 shares; 2021Q2: 94 shares; 2021Q3: 86 shares; 2021Q4: 86 shares 86 $57K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 765 shares; 2021Q2: 765 shares; 2021Q3: 765 shares; 2021Q4: 720 shares 720 $55K 0.01% -45 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 106 shares; 2020Q4: 106 shares; 2021Q1: 106 shares; 2021Q2: 94 shares; 2021Q3: 103 shares; 2021Q4: 94 shares 94 $53K 0.01% -9 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 25,165 shares; 2020Q4: 24,320 shares; 2021Q1: 716 shares; 2021Q2: 716 shares; 2021Q3: 694 shares; 2021Q4: 658 shares 658 $53K 0.01% -36 Timeline CARNEY TECHNOLOGY ACQU CORP CARNEY TECHNOLOGY ACQU CORP More: the full row for CARNEY TECHNOLOGY ACQU CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares; 2021Q2: 5,000 shares; 2021Q3: 5,000 shares; 2021Q4: 5,000 shares 5,000 $50K 0.01% 0 IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 40 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 160 shares 160 $49K 0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 914 shares; 2020Q4: 914 shares; 2021Q1: 914 shares; 2021Q2: 914 shares; 2021Q3: 914 shares; 2021Q4: 914 shares 914 $49K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 18 shares; 2020Q4: 18 shares; 2021Q1: 18 shares; 2021Q2: 18 shares; 2021Q3: 170 shares; 2021Q4: 421 shares 421 $48K 0.01% +251 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 484 shares; 2020Q4: 484 shares; 2021Q1: 334 shares; 2021Q2: 334 shares; 2021Q3: 370 shares; 2021Q4: 334 shares 334 $47K 0.01% -36 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 27 shares; 2021Q1: 27 shares; 2021Q2: 27 shares; 2021Q3: 27 shares; 2021Q4: 167 shares 167 $47K 0.01% +140 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,333 shares; 2020Q4: 3,333 shares; 2021Q1: 3,333 shares; 2021Q2: 3,333 shares; 2021Q3: 3,333 shares; 2021Q4: 3,333 shares 3,333 $47K 0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 29 shares; 2021Q1: 29 shares; 2021Q2: 29 shares; 2021Q3: 29 shares; 2021Q4: 387 shares 387 $44K 0.01% +358 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,281 shares; 2020Q4: 1,281 shares; 2021Q1: 1,281 shares; 2021Q2: 1,281 shares; 2021Q3: 1,281 shares; 2021Q4: 1,281 shares 1,281 $41K 0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,671 shares; 2021Q1: 1,671 shares; 2021Q2: 1,671 shares; 2021Q3: 1,671 shares; 2021Q4: 1,671 shares 1,671 $41K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,223 shares; 2020Q4: 1,223 shares; 2021Q1: 1,223 shares; 2021Q2: 1,123 shares; 2021Q3: 1,123 shares; 2021Q4: 527 shares 527 $40K 0.01% -596 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares 200 $39K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 25 shares; 2020Q4: 25 shares; 2021Q1: 35 shares; 2021Q2: 105 shares; 2021Q3: 105 shares; 2021Q4: 105 shares 105 $37K 0.01% 0 Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 883 shares; 2021Q4: 955 shares 955 $36K 0.01% +72 GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 90 shares; 2021Q2: 90 shares; 2021Q3: 102 shares; 2021Q4: 102 shares 102 $36K 0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 66 shares; 2020Q4: 156 shares; 2021Q1: 218 shares; 2021Q2: 322 shares; 2021Q3: 254 shares; 2021Q4: 367 shares 367 $34K 0.01% +113 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 180 shares; 2020Q4: 130 shares; 2021Q1: 175 shares; 2021Q2: 175 shares; 2021Q3: 182 shares; 2021Q4: 145 shares 145 $33K 0.01% -37 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 924 shares; 2020Q4: 924 shares; 2021Q1: 924 shares; 2021Q2: 924 shares; 2021Q3: 924 shares; 2021Q4: 924 shares 924 $33K 0.01% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 70 shares; 2021Q1: 70 shares; 2021Q2: 70 shares; 2021Q3: 70 shares; 2021Q4: 70 shares 70 $31K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 111 shares; 2020Q4: 111 shares; 2021Q1: 111 shares; 2021Q2: 111 shares; 2021Q3: 111 shares; 2021Q4: 111 shares 111 $31K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 124 shares; 2021Q1: 124 shares; 2021Q2: 124 shares; 2021Q3: 124 shares; 2021Q4: 387 shares 387 $29K 0.01% +263 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 169 shares 169 $28K 0.01% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 45 shares; 2020Q4: 45 shares; 2021Q1: 45 shares; 2021Q2: 45 shares; 2021Q3: 53 shares; 2021Q4: 53 shares 53 $27K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 514 shares 514 $27K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 425 shares; 2021Q1: 425 shares; 2021Q2: 638 shares; 2021Q3: 638 shares; 2021Q4: 425 shares 425 $27K 0.01% -213 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 102 shares; 2021Q2: 102 shares; 2021Q3: 103 shares; 2021Q4: 103 shares 103 $26K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 240 shares; 2021Q3: 240 shares; 2021Q4: 340 shares 340 $26K 0.01% +100 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 100 shares; 2021Q1: 145 shares; 2021Q2: 215 shares; 2021Q3: 215 shares; 2021Q4: 274 shares 274 $26K 0.01% +59 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 375 shares; 2021Q2: 277 shares; 2021Q3: 277 shares; 2021Q4: 280 shares 280 $25K <0.01% +3 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 355 shares; 2020Q4: 355 shares; 2021Q1: 355 shares; 2021Q2: 355 shares; 2021Q3: 355 shares; 2021Q4: 355 shares 355 $25K <0.01% 0 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 917 shares 917 $25K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 60 shares; 2021Q2: 60 shares; 2021Q3: 360 shares; 2021Q4: 361 shares 361 $24K <0.01% +1 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 163 shares; 2021Q4: 163 shares 163 $24K <0.01% 0 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 700 shares; 2020Q4: 700 shares; 2021Q1: 700 shares; 2021Q2: 2,300 shares; 2021Q3: 2,300 shares; 2021Q4: 700 shares 700 $24K <0.01% -1,600 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares 100 $24K <0.01% 0 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 26 shares; 2021Q3: 29 shares; 2021Q4: 26 shares 26 $24K <0.01% -3 T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,647 shares; 2020Q4: 1,660 shares; 2021Q1: 1,105 shares; 2021Q2: 1,327 shares; 2021Q3: 930 shares; 2021Q4: 930 shares 930 $23K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 113 shares; 2021Q2: 113 shares; 2021Q3: 113 shares; 2021Q4: 113 shares 113 $23K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 133 shares; 2021Q2: 133 shares; 2021Q3: 133 shares; 2021Q4: 133 shares 133 $22K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,431 shares; 2020Q4: 1,431 shares; 2021Q1: 1,431 shares; 2021Q2: 1,431 shares; 2021Q3: 1,431 shares; 2021Q4: 1,431 shares 1,431 $22K <0.01% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 450 shares 450 $22K <0.01% new Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5 shares; 2020Q4: 115 shares; 2021Q1: 125 shares; 2021Q2: 161 shares; 2021Q3: 161 shares; 2021Q4: 408 shares 408 $21K <0.01% +247 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares 1,000 $21K <0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 127 shares; 2020Q4: 227 shares; 2021Q1: 227 shares; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 135 shares 135 $20K <0.01% +35 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 230 shares; 2021Q1: 230 shares; 2021Q2: 230 shares; 2021Q3: 230 shares; 2021Q4: 272 shares 272 $20K <0.01% +42 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares 500 $20K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: not reported; 2021Q1: 80 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares 200 $19K <0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 165 shares; 2021Q2: 165 shares; 2021Q3: 165 shares; 2021Q4: 165 shares 165 $18K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 448 shares 448 $18K <0.01% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 40 shares; 2021Q2: 40 shares; 2021Q3: 40 shares; 2021Q4: 40 shares 40 $17K <0.01% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 75 shares; 2020Q4: 170 shares; 2021Q1: 205 shares; 2021Q2: 240 shares; 2021Q3: 240 shares; 2021Q4: 240 shares 240 $17K <0.01% 0 Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares 1,000 $17K <0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 260 shares; 2020Q4: 260 shares; 2021Q1: 260 shares; 2021Q2: 130 shares; 2021Q3: 189 shares; 2021Q4: 189 shares 189 $16K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 150 shares; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 150 shares; 2021Q3: 150 shares; 2021Q4: 400 shares 400 $16K <0.01% +250 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 715 shares; 2021Q3: 715 shares; 2021Q4: 715 shares 715 $16K <0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 152 shares; 2021Q3: 152 shares; 2021Q4: 152 shares 152 $16K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 64 shares; 2021Q4: 64 shares 64 $16K <0.01% 0 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares 500 $16K <0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 174 shares; 2020Q4: 174 shares; 2021Q1: 313 shares; 2021Q2: 213 shares; 2021Q3: 142 shares; 2021Q4: 143 shares 143 $15K <0.01% +1 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4 shares; 2021Q2: 4 shares; 2021Q3: 4 shares; 2021Q4: 164 shares 164 $15K <0.01% +160 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 50 shares; 2021Q2: 50 shares; 2021Q3: 37 shares; 2021Q4: 38 shares 38 $15K <0.01% +1 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 293 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 138 shares 138 $14K <0.01% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 91 shares; 2021Q2: 91 shares; 2021Q3: 91 shares; 2021Q4: 117 shares 117 $14K <0.01% +26 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 765 shares; 2020Q4: 765 shares; 2021Q1: 765 shares; 2021Q2: 765 shares; 2021Q3: 765 shares; 2021Q4: 765 shares 765 $14K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 196 shares 196 $14K <0.01% new Timeline MATTERPORT INC MATTERPORT INC More: the full row for MATTERPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 679 shares; 2021Q4: 679 shares 679 $14K <0.01% 0 CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 215 shares; 2020Q4: 215 shares; 2021Q1: 215 shares; 2021Q2: 215 shares; 2021Q3: 215 shares; 2021Q4: 215 shares 215 $13K <0.01% 0 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 114 shares; 2021Q2: 114 shares; 2021Q3: 114 shares; 2021Q4: 114 shares 114 $13K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20 shares; 2021Q2: 20 shares; 2021Q3: 20 shares; 2021Q4: 20 shares 20 $13K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares; 2021Q3: 550 shares; 2021Q4: 800 shares 800 $13K <0.01% +250 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 35 shares; 2020Q4: 35 shares; 2021Q1: 35 shares; 2021Q2: 35 shares; 2021Q3: 35 shares; 2021Q4: 35 shares 35 $13K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 75 shares; 2021Q2: 75 shares; 2021Q3: 75 shares; 2021Q4: 75 shares 75 $13K <0.01% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 164 shares 164 $13K <0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 50 shares; 2021Q2: 50 shares; 2021Q3: 53 shares; 2021Q4: 33 shares 33 $12K <0.01% -20 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 19 shares; 2021Q2: 19 shares; 2021Q3: 19 shares; 2021Q4: 19 shares 19 $12K <0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 452 shares; 2021Q2: 452 shares; 2021Q3: 452 shares; 2021Q4: 375 shares 375 $12K <0.01% -77 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares 50 $12K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 15 shares; 2020Q4: 65 shares; 2021Q1: 65 shares; 2021Q2: 65 shares; 2021Q3: 65 shares; 2021Q4: 65 shares 65 $12K <0.01% 0 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 265 shares; 2021Q2: 265 shares; 2021Q3: 188 shares; 2021Q4: 188 shares 188 $12K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 62 shares; 2021Q2: 62 shares; 2021Q3: 62 shares; 2021Q4: 62 shares 62 $12K <0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 101 shares; 2021Q2: 101 shares; 2021Q3: 66 shares; 2021Q4: 66 shares 66 $11K <0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 50 shares; 2020Q4: 51 shares; 2021Q1: 256 shares; 2021Q2: 258 shares; 2021Q3: 260 shares; 2021Q4: 178 shares 178 $11K <0.01% -82 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 81 shares; 2021Q2: 295 shares; 2021Q3: 319 shares; 2021Q4: 105 shares 105 $11K <0.01% -214 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 306 shares 306 $11K <0.01% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 63 shares; 2021Q2: 63 shares; 2021Q3: 63 shares; 2021Q4: 63 shares 63 $11K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 538 shares; 2020Q4: 563 shares; 2021Q1: 563 shares; 2021Q2: 526 shares; 2021Q3: 526 shares; 2021Q4: 526 shares 526 $11K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 489 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares 200 $10K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 69 shares; 2021Q4: 97 shares 97 $10K <0.01% +28 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 156 shares; 2020Q4: 156 shares; 2021Q1: 156 shares; 2021Q2: 156 shares; 2021Q3: 156 shares; 2021Q4: 156 shares 156 $10K <0.01% 0 Timeline STAA STAAR SURGICAL CO More: the full row for STAAR SURGICAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 105 shares 105 $10K <0.01% new Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 500 shares; 2021Q4: 500 shares 500 $10K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 207 shares; 2021Q2: 208 shares; 2021Q3: 209 shares; 2021Q4: 209 shares 209 $9K <0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25 shares; 2021Q2: 40 shares; 2021Q3: 40 shares; 2021Q4: 40 shares 40 $9K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 75 shares; 2020Q4: 75 shares; 2021Q1: 75 shares; 2021Q2: 125 shares; 2021Q3: 75 shares; 2021Q4: 76 shares 76 $9K <0.01% +1 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 206 shares; 2021Q4: 206 shares 206 $9K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 17 shares; 2021Q2: 17 shares; 2021Q3: 17 shares; 2021Q4: 17 shares 17 $9K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 32 shares 32 $9K <0.01% new Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 82 shares; 2021Q4: 82 shares 82 $9K <0.01% 0 Timeline ETFMG ETFMG More: the full row for ETFMG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 461 shares; 2020Q4: 256 shares; 2021Q1: 816 shares; 2021Q2: 816 shares; 2021Q3: 816 shares; 2021Q4: 816 shares 816 $9K <0.01% 0 STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 75 shares 75 $8K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 80 shares 80 $8K <0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 33 shares; 2021Q2: 33 shares; 2021Q3: 33 shares; 2021Q4: 33 shares 33 $8K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 254 shares 254 $8K <0.01% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 137 shares; 2020Q4: 137 shares; 2021Q1: 137 shares; 2021Q2: 137 shares; 2021Q3: 137 shares; 2021Q4: 137 shares 137 $8K <0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 1 shares; 2021Q3: 60 shares; 2021Q4: 60 shares 60 $7K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 528 shares; 2021Q1: 528 shares; 2021Q2: 269 shares; 2021Q3: 269 shares; 2021Q4: 269 shares 269 $7K <0.01% 0 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 86 shares; 2021Q4: 86 shares 86 $7K <0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 162 shares; 2020Q4: 162 shares; 2021Q1: 162 shares; 2021Q2: 162 shares; 2021Q3: 162 shares; 2021Q4: 162 shares 162 $7K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares 50 $7K <0.01% 0 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 135 shares 135 $7K <0.01% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 39 shares; 2021Q4: 39 shares 39 $6K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 184 shares; 2021Q3: 184 shares; 2021Q4: 184 shares 184 $6K <0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 11 shares 11 $6K <0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 100 shares 100 $6K <0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 312 shares; 2020Q4: 312 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 150 shares 150 $6K <0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 27 shares 27 $6K <0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 35 shares; 2021Q4: 35 shares 35 $6K <0.01% 0 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 175 shares; 2021Q1: 275 shares; 2021Q2: 275 shares; 2021Q3: 275 shares; 2021Q4: 410 shares 410 $6K <0.01% +135 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 78 shares; 2021Q4: 78 shares 78 $6K <0.01% 0 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 300 shares; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 650 shares; 2021Q3: 650 shares; 2021Q4: 650 shares 650 $6K <0.01% 0 Timeline TUYA TUYA INC More: the full row for TUYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 778 shares; 2021Q2: 943 shares; 2021Q3: 943 shares; 2021Q4: 943 shares 943 $6K <0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 86 shares; 2020Q4: 86 shares; 2021Q1: 190 shares; 2021Q2: 191 shares; 2021Q3: 192 shares; 2021Q4: 37 shares 37 $5K <0.01% -155 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 38 shares; 2021Q4: 38 shares 38 $5K <0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 7 shares; 2021Q4: 7 shares 7 $5K <0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 8 shares; 2021Q4: 8 shares 8 $5K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 120 shares 120 $5K <0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 15 shares 15 $5K <0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 46 shares; 2021Q1: 147 shares; 2021Q2: 46 shares; 2021Q3: 46 shares; 2021Q4: 46 shares 46 $5K <0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 16 shares; 2021Q4: 16 shares 16 $5K <0.01% 0 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 60 shares 60 $5K <0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 109 shares; 2021Q4: 109 shares 109 $5K <0.01% 0 Timeline EVERBRIDGE INC EVERBRIDGE INC More: the full row for EVERBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 76 shares; 2021Q2: 76 shares; 2021Q3: 76 shares; 2021Q4: 76 shares 76 $5K <0.01% 0 INVACARE CORP INVACARE CORP More: the full row for INVACARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares 2,000 $5K <0.01% 0 SDCCQ SMILEDIRECTCLUB INC CL A More: the full row for SMILEDIRECTCLUB INC CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 4,200 shares; 2021Q2: 4,200 shares; 2021Q3: 4,200 shares; 2021Q4: 2,000 shares 2,000 $5K <0.01% -2,200 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 74 shares; 2021Q4: 74 shares 74 $4K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 8 shares; 2021Q4: 8 shares 8 $4K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 32 shares; 2021Q1: 32 shares; 2021Q2: 32 shares; 2021Q3: 32 shares; 2021Q4: 32 shares 32 $4K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 23 shares; 2021Q4: 23 shares 23 $4K <0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 157 shares; 2021Q3: 177 shares; 2021Q4: 20 shares 20 $4K <0.01% -157 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 35 shares; 2021Q1: 35 shares; 2021Q2: 35 shares; 2021Q3: 35 shares; 2021Q4: 35 shares 35 $4K <0.01% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 24 shares 24 $4K <0.01% new Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 60 shares; 2021Q3: 60 shares; 2021Q4: 141 shares 141 $4K <0.01% +81 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 129 shares 129 $4K <0.01% new Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 37 shares 37 $4K <0.01% new Timeline CF ACQUISITION CORP VI CF ACQUISITION CORP VI More: the full row for CF ACQUISITION CORP VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 369 shares 369 $4K <0.01% new NEW YORK CITY REIT INC NEW YORK CITY REIT INC More: the full row for NEW YORK CITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 780 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 390 shares; 2021Q4: 390 shares 390 $4K <0.01% 0 HONG KONG TELEVISION NETWK L HONG KONG TELEVISION NETWK L More: the full row for HONG KONG TELEVISION NETWK L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares 200 $4K <0.01% 0 AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 65 shares; 2021Q2: not reported; 2021Q3: 11 shares; 2021Q4: 11 shares 11 $3K <0.01% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 10 shares; 2021Q4: 10 shares 10 $3K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 46 shares; 2021Q1: 46 shares; 2021Q2: 46 shares; 2021Q3: 46 shares; 2021Q4: 46 shares 46 $3K <0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 47 shares; 2021Q4: 47 shares 47 $3K <0.01% 0 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 40 shares 40 $3K <0.01% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 35 shares; 2021Q3: 35 shares; 2021Q4: 35 shares 35 $3K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 20 shares 20 $3K <0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 33 shares; 2021Q4: 33 shares 33 $3K <0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 59 shares; 2021Q4: 59 shares 59 $3K <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 79 shares; 2021Q4: 79 shares 79 $3K <0.01% 0 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 24 shares; 2020Q4: 40 shares; 2021Q1: 40 shares; 2021Q2: 40 shares; 2021Q3: 40 shares; 2021Q4: 40 shares 40 $3K <0.01% 0 PRNT ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 80 shares; 2021Q3: 80 shares; 2021Q4: 80 shares 80 $3K <0.01% 0 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 57 shares; 2021Q2: 57 shares; 2021Q3: 57 shares; 2021Q4: 57 shares 57 $3K <0.01% 0 Timeline REDFIN CORP REDFIN CORP More: the full row for REDFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 75 shares 75 $3K <0.01% new KULR TECHNOLOGY GROUP INC KULR TECHNOLOGY GROUP INC More: the full row for KULR TECHNOLOGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares 1,000 $3K <0.01% 0 CHURCHILL CAPITAL CORP V CHURCHILL CAPITAL CORP V More: the full row for CHURCHILL CAPITAL CORP V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 300 shares; 2021Q2: 300 shares; 2021Q3: 300 shares; 2021Q4: 300 shares 300 $3K <0.01% 0 UNITY BIOTECHNOLOGY INC UNITY BIOTECHNOLOGY INC More: the full row for UNITY BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,955 shares; 2021Q1: 1,955 shares; 2021Q2: 1,955 shares; 2021Q3: 1,955 shares; 2021Q4: 1,955 shares 1,955 $3K <0.01% 0 CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3 shares; 2020Q4: 3 shares; 2021Q1: 3 shares; 2021Q2: 3 shares; 2021Q3: 3 shares; 2021Q4: 3 shares 3 $2K <0.01% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10 shares; 2020Q4: 10 shares; 2021Q1: 10 shares; 2021Q2: 10 shares; 2021Q3: 10 shares; 2021Q4: 10 shares 10 $2K <0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 105 shares; 2021Q2: 165 shares; 2021Q3: 165 shares; 2021Q4: 60 shares 60 $2K <0.01% -105 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6 shares; 2020Q4: not reported; 2021Q1: 5 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 18 shares 18 $2K <0.01% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 41 shares; 2021Q4: 41 shares 41 $2K <0.01% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 537 shares; 2020Q4: 37 shares; 2021Q1: 37 shares; 2021Q2: 55 shares; 2021Q3: 55 shares; 2021Q4: 55 shares 55 $2K <0.01% 0 Timeline KRUS KURA SUSHI USA INC More: the full row for KURA SUSHI USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 50 shares; 2021Q1: 50 shares; 2021Q2: 30 shares; 2021Q3: 30 shares; 2021Q4: 30 shares 30 $2K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25 shares; 2021Q2: 45 shares; 2021Q3: 45 shares; 2021Q4: 45 shares 45 $2K <0.01% 0 Timeline ZYNGA INC. ZYNGA INC. More: the full row for ZYNGA INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 250 shares 250 $2K <0.01% new NIKOLA CORP NIKOLA CORP More: the full row for NIKOLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares 200 $2K <0.01% 0 ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 527 shares; 2020Q4: 27 shares; 2021Q1: 27 shares; 2021Q2: 27 shares; 2021Q3: 27 shares; 2021Q4: 27 shares 27 $2K <0.01% 0 Timeline PIEDMONT LITHIUM INC PIEDMONT LITHIUM INC More: the full row for PIEDMONT LITHIUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 41 shares; 2021Q4: 41 shares 41 $2K <0.01% 0 LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5 shares; 2021Q3: 5 shares; 2021Q4: 5 shares 5 $1K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 12 shares; 2020Q4: 12 shares; 2021Q1: 12 shares; 2021Q2: 12 shares; 2021Q3: 12 shares; 2021Q4: 12 shares 12 $1K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 25 shares; 2021Q4: 25 shares 25 $1K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 11 shares; 2020Q4: 7 shares; 2021Q1: 7 shares; 2021Q2: 7 shares; 2021Q3: 7 shares; 2021Q4: 7 shares 7 $1K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5 shares; 2020Q4: 5 shares; 2021Q1: 5 shares; 2021Q2: 5 shares; 2021Q3: 5 shares; 2021Q4: 5 shares 5 $1K <0.01% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 22 shares 22 $1K <0.01% new Timeline SEAGEN INC SEAGEN INC More: the full row for SEAGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4 shares 4 $1K <0.01% new SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 158 shares 158 $1K <0.01% new PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20 shares; 2021Q2: 20 shares; 2021Q3: 20 shares; 2021Q4: 20 shares 20 $1K <0.01% 0 Timeline CANOPY GROWTH CORP CANOPY GROWTH CORP More: the full row for CANOPY GROWTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 130 shares; 2021Q1: 130 shares; 2021Q2: 130 shares; 2021Q3: 130 shares; 2021Q4: 130 shares 130 $1K <0.01% 0 PLSE PULSE BIOSCIENCES INC More: the full row for PULSE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 130 shares; 2020Q4: 65 shares; 2021Q1: 65 shares; 2021Q2: 65 shares; 2021Q3: 65 shares; 2021Q4: 65 shares 65 $1K <0.01% 0 Timeline Apollo Global Management Inc Apollo Global Management Inc More: the full row for Apollo Global Management Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10 shares; 2020Q4: 10 shares; 2021Q1: 10 shares; 2021Q2: 10 shares; 2021Q3: 10 shares; 2021Q4: 10 shares 10 $1K <0.01% 0 TABULA RASA HEALTHCARE INC TABULA RASA HEALTHCARE INC More: the full row for TABULA RASA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares 50 $1K <0.01% 0 VGFCQ THE VERY GOOD FOOD CO INC More: the full row for THE VERY GOOD FOOD CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,000 shares 2,000 $1K <0.01% new Timeline Global X Cannabis ETF Global X Cannabis ETF More: the full row for Global X Cannabis ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 181 shares; 2020Q4: 181 shares; 2021Q1: 181 shares; 2021Q2: 181 shares; 2021Q3: 181 shares; 2021Q4: 181 shares 181 $1K <0.01% 0 CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2 shares; 2021Q2: 57 shares; 2021Q3: 2 shares; 2021Q4: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 54 shares; 2021Q3: 1 shares; 2021Q4: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2 shares; 2020Q4: 2 shares; 2021Q1: 2 shares; 2021Q2: 2 shares; 2021Q3: 2 shares; 2021Q4: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14 shares; 2020Q4: 14 shares; 2021Q1: 14 shares; 2021Q2: 14 shares; 2021Q3: 14 shares; 2021Q4: 14 shares 14 $0 0% 0 Value filed as zero, left out of ratios. Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5 shares; 2021Q1: 5 shares; 2021Q2: 5 shares; 2021Q3: 5 shares; 2021Q4: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 1 shares; 2021Q3: 1 shares; 2021Q4: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 1 shares; 2021Q3: 1 shares; 2021Q4: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 4 shares; 2021Q1: 4 shares; 2021Q2: 219 shares; 2021Q3: 4 shares; 2021Q4: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 6 shares 6 $0 0% new Value filed as zero, left out of ratios. REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25 shares; 2021Q2: 25 shares; 2021Q3: 25 shares; 2021Q4: 25 shares 25 $0 0% 0 Value filed as zero, left out of ratios. Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 40 shares; 2021Q3: 40 shares; 2021Q4: 40 shares 40 $0 0% 0 Value filed as zero, left out of ratios. Timeline LE LANDS END INC NEW More: the full row for LANDS END INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14 shares; 2020Q4: 14 shares; 2021Q1: 14 shares; 2021Q2: 14 shares; 2021Q3: 14 shares; 2021Q4: 14 shares 14 $0 0% 0 Value filed as zero, left out of ratios. Timeline VALARIS PLC XXX SH… VALARIS PLC XXX SHS CL A More: the full row for VALARIS PLC XXX SHS CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10 shares; 2020Q4: 10 shares; 2021Q1: 10 shares; 2021Q2: 10 shares; 2021Q3: 10 shares; 2021Q4: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. AURORA CANNABIS INC-NEW AURORA CANNABIS INC-NEW More: the full row for AURORA CANNABIS INC-NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 83 shares; 2020Q4: 83 shares; 2021Q1: 83 shares; 2021Q2: 83 shares; 2021Q3: 83 shares; 2021Q4: 83 shares 83 $0 0% 0 Value filed as zero, left out of ratios. QUANTUM CORP QUANTUM CORP More: the full row for QUANTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 50 shares 50 $0 0% new Value filed as zero, left out of ratios. METROMILE INC METROMILE INC More: the full row for METROMILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 130 shares; 2021Q2: 130 shares; 2021Q3: 130 shares; 2021Q4: 130 shares 130 $0 0% 0 Value filed as zero, left out of ratios. SFX ENTMT INC SFX ENTMT INC More: the full row for SFX ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,950 shares; 2020Q4: 1,950 shares; 2021Q1: 1,950 shares; 2021Q2: 1,950 shares; 2021Q3: 1,950 shares; 2021Q4: 1,950 shares 1,950 $0 0% 0 Value filed as zero, left out of ratios.